Keenan Capital, LLC
CIK: 0001647363SEC EDGAR →
Portfolio Value
$549.0M
Holdings
9
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | 176,725 | $119.1M | 21.69% |
| 2 | CLEARWATER ANALYTICS HLDGS I | 3,660,973 | $88.3M | 16.08% |
| 3 | GLOBAL E ONLINE LTD | 1,865,262 | $73.3M | 13.36% |
| 4 | WORKDAY INC | 319,241 | $68.6M | 12.49% |
| 5 | GODADDY INC | 545,031 | $67.6M | 12.32% |
| 6 | DYNATRACE INC | 1,450,534 | $62.9M | 11.45% |
| 7 | ACCELERANT HOLDINGS | 3,139,980 | $51.3M | 9.35% |
| 8 | JAMF HLDG CORP | 1,120,000 | $14.6M | 2.65% |
| 9 | SAILPOINT INC | 164,515 | $3.3M | 0.61% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $409.8M | 74.6% |
| Consumer Cyclical | 1 | $73.3M | 13.4% |
| Financial Services | 1 | $51.3M | 9.4% |
| Unknown | 1 | $14.6M | 2.7% |